Client Services Consultant - Bristol

Intermediary Sales
Ref: 590 Date Posted: Wednesday 13 Oct 2021
LinkedIn ShareShare

Our client is a rapidly growing, fast paced, award winning technology and investment solutions business, with a magnificent open plan office near the waterfront in the vibrant city of Bristol.

To support the continued growth of the company a new opportunity has arisen for a Client Services Consultant within an award winning, diverse, and fun Client Services team.

You will provide brilliant customer service and share a commitment to support and develop your skills in the financial services industry.

As a Client Services Consultant your key responsibilities will include.

  • Helping financial advisers and clients with their day-to-day use of the platform, and investment products
  • Providing support primarily via phone, plus email and live chat, on a variety of topics
  • Working as a team to ensure that administrative processes are completed in a timely manner
  • Maintaining awareness of FCA requirements and adhering to company compliance policies and procedures

As a Client Services Consultant you will have the following skills.

  • A love for providing great customer service
  • Excellent communication
  • The desire to learn new skills and knowledge
  • Strong organisation - the ability to multi-task and switch priorities
  • The ability to work well in a team to do the right thing for clients
  • The desire to work in a busy, fast paced office

Previous experience of working in a financial services role would be beneficial but isn’t essential.

Our client can offer you:

  • An excellent training programme, providing all the support you need to be successful in this role
  • If the idea of further education interests you, support will be provided to study for IOC qualifications
  • A sociable and friendly atmosphere
  • A commitment to employee wellbeing
  • A long-term commitment to building inclusive workplaces

You can expect a competitive salary aligned to your skills and experience which we will be reviewed each year, as well as a generous benefits package, including:

  • Non-contributory Personal Pension scheme
  • Substantial holiday entitlement
  • Life Assurance & Income protection insurance
  • Private health insurance